The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
MICROSOFT CORP COMMON STOCK 594918104 40,845,423 121,448 SH   SOLE   0 0 0
APPLE INC COMMON STOCK 037833100 39,011,777 219,698 SH   SOLE   0 0 0
THERMO FISHER SCIENTIFIC INC COMMON STOCK 883556102 38,043,491 57,016 SH   SOLE   0 0 0
SCHWAB (CHARLES) CORP COMMON STOCK 808513105 37,647,573 447,652 SH   SOLE   0 0 0
ALPHABET INC COMMON STOCK 02079K107 34,764,568 12,014 SH   SOLE   0 0 0
TWILIO INC COMMON STOCK 90138F102 33,586,806 127,542 SH   SOLE   0 0 0
AMAZON.COM INC COMMON STOCK 023135106 29,503,372 8,848 SH   SOLE   0 0 0
TRANSDIGM GROUP INC COMMON STOCK 893641100 29,131,414 45,784 SH   SOLE   0 0 0
COINBASE GLOBAL INC COMMON STOCK 19260Q107 28,143,164 111,515 SH   SOLE   0 0 0
NETFLIX INC COMMON STOCK 64110L106 26,237,351 43,552 SH   SOLE   0 0 0
META PLATFORMS INC COMMON STOCK 30303M102 25,173,432 74,843 SH   SOLE   0 0 0
BOOKING HOLDINGS INC COMMON STOCK 09857L108 24,752,400 10,317 SH   SOLE   0 0 0
MASTERCARD INC COMMON STOCK 57636Q104 23,859,394 66,402 SH   SOLE   0 0 0
PAYPAL HOLDINGS INC COMMON STOCK 70450Y103 20,832,513 110,470 SH   SOLE   0 0 0
UBER TECHNOLOGIES INC COMMON STOCK 90353T100 19,532,067 465,826 SH   SOLE   0 0 0
AVANTOR INC COMMON STOCK 05352A100 12,761,774 302,842 SH   SOLE   0 0 0
WALT DISNEY CO COMMON STOCK 254687106 10,770,989 69,540 SH   SOLE   0 0 0
SS&C TECHNOLOGIES HOLDINGS COMMON STOCK 78467J100 10,744,575 131,063 SH   SOLE   0 0 0
CARGURUS INC COMMON STOCK 141788109 10,529,310 313,000 SH   SOLE   0 0 0
HAYWARD HOLDINGS INC COMMON STOCK 421298100 9,358,138 356,772 SH   SOLE   0 0 0
DENISON MINES CORP COMMON STOCK 248356107 8,732,771 6,374,286 SH   SOLE   0 0 0
ELASTIC NV COMMON STOCK N14506104 8,725,850 70,890 SH   SOLE   0 0 0
WILLSCOT MOBILE MINI HOLDING COMMON STOCK 971378104 8,221,003 201,298 SH   SOLE   0 0 0
FIVE BELOW COMMON STOCK 33829M101 7,445,843 35,989 SH   SOLE   0 0 0
FARFETCH LTD COMMON STOCK 30744W107 6,995,127 209,247 SH   SOLE   0 0 0
NEXGEN ENERGY LTD COMMON STOCK 65340P106 6,881,631 1,574,744 SH   SOLE   0 0 0
IQVIA HOLDINGS INC COMMON STOCK 46266C105 6,732,402 23,862 SH   SOLE   0 0 0
PAR TECHNOLOGY CORP COMMON STOCK 698884103 6,349,052 120,316 SH   SOLE   0 0 0
PROSHARES SHORT S&P500 COMMON STOCK 74347B425 4,660,458 342,178 SH   SOLE   0 0 0
DIGITAL TURBINE INC COMMON STOCK 25400W102 3,713,498 60,887 SH   SOLE   0 0 0
FLOOR & DECOR HOLDINGS INC COMMON STOCK 339750101 3,678,019 28,290 SH   SOLE   0 0 0
CAMECO CORP COMMON STOCK 13321L108 2,878,471 131,979 SH   SOLE   0 0 0
NORTHSHORE GLOBAL URANIUM MI COMMON STOCK 301505715 2,428,798 33,724 SH   SOLE   0 0 0
SEA LTD COMMON STOCK 81141R100 2,322,703 10,383 SH   SOLE   0 0 0
TAIWAN SEMICONDUCTOR COMMON STOCK 874039100 2,269,151 18,861 SH   SOLE   0 0 0
HDFC BANK LTD COMMON STOCK 40415F101 2,238,267 34,398 SH   SOLE   0 0 0
PAGSEGURO DIGITAL LTD COMMON STOCK G68707101 2,209,751 84,277 SH   SOLE   0 0 0
ANALOG DEVICES INC COMMON STOCK 032654105 2,125,902 12,095 SH   SOLE   0 0 0
YANDEX NV COMMON STOCK N97284108 1,980,381 32,734 SH   SOLE   0 0 0
ASML HOLDING NV COMMON STOCK N07059210 1,749,531 2,198 SH   SOLE   0 0 0
ALIBABA GROUP HOLDING COMMON STOCK 01609W102 1,717,459 14,458 SH   SOLE   0 0 0
JD.COM INC COMMON STOCK 47215P106 1,348,681 19,248 SH   SOLE   0 0 0
DIVERSEY HOLDINGS LTD COMMON STOCK G28923103 1,260,444 94,699 SH   SOLE   0 0 0
PROSHARES SHORT RUSSELL2000 COMMON STOCK 74348A210 902,846 43,260 SH   SOLE   0 0 0
TASKUS INC COMMON STOCK 87652V109 828,124 15,347 SH   SOLE   0 0 0
PROSHARES SHORT MSCI EMR MKT COMMON STOCK 74347R396 259,275 20,383 SH   SOLE   0 0 0